BUSINESS
Moneycontrol Pro Panorama | Powell signals new beginnings, will the RBI tune in?
In today's edition of Moneycontrol Pro Panorama: Gurgaon’s real estate rush explained, government's priorities reflect in Budget 2024 allocations, Gen AI needs better strategies for future growth, will VC funding turn the course for startups, and more
BUSINESS
Chart of the Day: What’s driving Gurgaon’s gold rush in real estate?
Apart from the pandemic and work-from-home model increasing demand for larger dwelling units, rising disposable income is driving luxury home sales
BUSINESS
Adani, Birla acquisitions could reshape southern cement landscape
Large cement companies have sufficient levers in terms of cost synergies and branding, which along with quality improvement and green energy usage, could lift realisations over time
BUSINESS
Moneycontrol Pro Panorama | Cement Thalaivar bows out
In this edition of Moneycontrol Pro Panorama: India needs to check its policy towards Chinese investment, markets poised for a turbulent week ahead, pros and cons of the budget explained in a nutshell, decoding corporate tax rates, and more
BUSINESS
Ola’s ride to electrifying profits may have near-term shocks
The price band of INR 72-76 per share implies a valuation that is at a discount to the last investment made by Singapore-based Temasek in the company
BUSINESS
Moneycontrol Pro Panorama | Nasdaq rout, a wake-up call?
In this edition of Moneycontrol Pro Panorama: IT services sector is yet to see broad-based recovery, government bonds are on an uptrend, infrastructure FDI equity inflows on the up, Budget 2024 has something for everyone, and more
BUSINESS
Will Budget's measures on infrastructure development spur private capex recovery?
In keeping with its conservative fiscal path, the government proposed to support states with long-term loans, viability gap funding and also multi-lateral funding o support large projects.
BUSINESS
Address bottlenecks to private sector participation in infra play: Economic Survey 2023-24
The survey points to the lack of an independent regulator for infrastructure, which will expedite resolution of litigations and any bottlenecks in these projects which have long-gestation periods
BUSINESS
As Hero MotoCorp’s No.1 position faces challenges, will the stock see a de-rating?
Honda’s gain in key motorcycle segments and Hero’s woes of poor demand in the mass market segment, which is its stronghold, have helped the former close in on Hero’s No.1 position in the 2W market
BUSINESS
Moneycontrol Pro Panorama | Q1 FY2025 results: Will the party on the Street continue?
For the July 11 edition of Moneycontrol Pro Panorama: Energy sector awaits Budgetary plans to fight crisis, lessons to learn from Paytm Bank fiasco, semiconductor manufacturing still relies on govt subsidies, generative AI's dalliance with film making, and more
BUSINESS
Budget 2024: Will the BOT model make a comeback in road projects?
The revised BOT guidelines, which incorporate learnings from past failures and relatively flat book-to-bill ratio of large developers, are expected to lure developers into road projects
BUSINESS
Moneycontrol Pro Panorama | A bumpy ride ahead for auto sector?
In this edition of Moneycontrol Pro Panorama: Voltas risk of loss looms large, Crypto firms call for tax reductions, investors stick with Federal Bank, EV sales drop sharply, and more
BUSINESS
Premiumisation in tyres can partially mitigate cost pressure: Anuj Kathuria, President (India) JK Tyre & Industries
We need to be watchful of rising commodity prices. The cost of JK Tyre's raw material basket may move up by about four per cent this fiscal
BUSINESS
Moneycontrol Pro Panorama | UltraTech cements its no1 position
In today's edition of Moneycontrol Pro Panorama: Copper rally moves into the red zone, its advantage India as global supply chain shifts, RBI wants to rein in credit cards, Akali's push Punjab politics into more chaos, and more
BUSINESS
Amara Raja’s risky yet compelling bet on L-ion batteries
Amara Raja’s leap into L-ion battery making is a positive step though its success will hinge on the customers and market share it can garner vis-à-vis competition
BUSINESS
Has the upcycle in passenger vehicles sales growth played out?
Several reasons such as price hikes, high interest rates and a high base of PV sales may have led to growth rates tapering in recent months
BUSINESS
Moneycontrol Pro Panorama | Rural consumption conundrum
In this edition of Moneycontrol Pro Panorama: Second half of FY25 may bring rate cuts, researchers predict lower inflation than RBI forecast, what MSP hike holds for the Kharif season, informal workers' situation shows no improvement, and more
BUSINESS
Robust demand for office leasing but vacancy risks lurk
Strong growth in global capability centres, banking and financial services and flex work spaces in addition to start-ups is driving demand for office spaces
BUSINESS
Chart of the Day: Hotels capex vaults in CY2023 but below CY2019
Steadily improving occupancy rates and average room rates have pushed up confidence in the hotel sector leading to five-fold increase in capex in FY2023
BUSINESS
Hyundai IPO: What’s in it for the Korean parent and the Indian investor?
India is a priority market for Korea’s HMC. Q12024 global sales showed that India grew at 11.5 per cent yoy compared to US and Europe that grew at 5 and 6 per cent respectively, albeit on a lower base
MARKETS
Ambuja's takeover of Penna Cement brings market share gains, synergies
Ambuja Cement’s acquisition of Penna Cement gets it a foothold in the competitive southern landscape, but turnaround of this ailing entity is a challenge
BUSINESS
Moneycontrol Pro Panorama | More indications of a soft landing
In this edition of Moneycontrol Pro Panorama: Startups losing sheen for employees, unfavourable policy fear lingers for sugar mills, policies to boost affordable housing, misplaced infrastructure priorities limit India’s economic potential, and more
BUSINESS
A multi-pronged approach, not mere targets, can boost affordable housing
The present PMAY scheme and the faltering pace of affordable housing that fell short of its earlier targets has evoked a great deal of criticism
BUSINESS
As retail inventory falls, India must up its game in global cotton textiles
Falling cotton prices augur well for India’s yarn spinning and weaving mills that are seeing demand improvement in domestic and overseas markets
